Family Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Sell |
47,579
-1,512
| -3% | -$295K | 3.71% | 9 |
|
|
2025
Q1 | $9.15M | Sell |
49,091
-950
| -2% | -$177K | 4.17% | 4 |
|
|
2024
Q4 | $9.92M | Buy |
50,041
+2,478
| +5% | +$491K | 4.71% | 4 |
|
|
2024
Q3 | $9.55M | Sell |
47,563
-1,120
| -2% | -$225K | 4.89% | 4 |
|
|
2024
Q2 | $8.89M | Buy |
48,683
+4,065
| +9% | +$742K | 4.61% | 4 |
|
|
2024
Q1 | $8.56M | Sell |
44,618
-3,528
| -7% | -$677K | 4.85% | 4 |
|
|
2023
Q4 | $8.66M | Buy |
+48,146
| New | +$8.66M | 6.69% | 3 |
|